Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,955 | $196,972-74.1% | $182,262-72.0% | $198,609-74.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.89% | 158.27%-137.4pp | 140.60%-119.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $4,962 | $5,364-7.5% | $5,046-1.7% | $5,055-1.8% |
| Participant deferral / active EE | $10,319 | $8,643+19.4% | $8,276+24.7% | $6,977+47.9% |
| Admin fee / account holder | $465 | $18,429-97.5% | $16,712-97.2% | $19,030-97.6% |